Private Client Advisor: Wealth Planning & Digital Solutions

JPMorgan Chase & Co.; Catonsville (MD); On-site; USD 65,000 - 90,000; Full time

Job summary

A leading financial services company is seeking a Private Client Advisor to offer comprehensive financial planning and advice. The role focuses on building strong client relationships and providing tailored investment solutions. Candidates should possess at least 2 years of relevant experience, a Series 7, and a Series 66 license. A commitment to client education and an understanding of financial markets are essential. This position is a unique opportunity to drive client success and engagement in a diverse and innovative environment.

Qualifications

• At least 2 years in a Financial Advisor role or equivalent financial services experience.
• Demonstrated success in client acquisition and maintaining client relationships.
• Commitment to goals-based planning and advice.

Responsibilities

• Champion and support teammates' success and the goals of the bank.
• Build a book of business and deliver personalized investment solutions.
• Demonstrate unwavering integrity towards clients.

Skills

Client Acquisition

Relationship Management

Financial Coaching

Understanding of Financial Markets

Educating Clients

Education

Bachelor’s degree

Certified Financial Planning (CFP®)

Tools

Series 7 License

Series 66 License

Life, Health, and Long Term Care Insurance License

Job description

A leading financial services company is seeking a Private Client Advisor to offer comprehensive financial planning and advice. The role focuses on building strong client relationships and providing tailored investment solutions. Candidates should possess at least 2 years of relevant experience, a Series 7, and a Series 66 license. A commitment to client education and an understanding of financial markets are essential. This position is a unique opportunity to drive client success and engagement in a diverse and innovative environment.